Asset ManagerRIA · CRD 297835SEC-Registered

Updated:

Safe Landing Financial

SAFE LANDING FINANCIAL is an SEC-registered investment adviser in PLANO, TX. The firm manages approximately $12 million in regulatory assets.

Safe Landing Financial

SAFE LANDING FINANCIAL is an SEC-registered investment adviser in PLANO, TX. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

2013

Location

Region

North America

Country

United States

City

Plano

Corporate office

Miami, FL, United States

Principals

Alex Assaley

Managing Principal & Founder

Sector focus

AerospaceDefenseGovernment Services

Frequently asked questions

What does Safe Landing Financial invest in?

Safe Landing Financial concentrates on publicly traded aerospace and defense equities, with additional exposure to private government-services contractors. The firm targets companies with long-duration U.S. Department of Defense procurement contracts, high barriers to entry, and mission-critical technology or services roles. Confirmed public equity positions have included Kratos Defense & Security Solutions and AeroVironment (per SEC filings, 2023).

Who makes investment decisions at Safe Landing Financial?

Alex Assaley, the firm's founding Managing Principal, runs the investment process directly. Assaley established Safe Landing in 2013 after moving through financial advisory roles and narrowing his focus to the defense-industrial base. The firm operates without a publicly disclosed investment committee or additional named portfolio managers, reflecting a single-operator decision architecture.

Is Safe Landing Financial a family office or an asset manager?

Safe Landing Financial operates as a specialist asset manager, not a family office. The firm manages external capital through a concentrated public-equity strategy focused on aerospace and defense. It does not trace its capital base to a single-family wealth origin, and its SEC filing posture is consistent with an investment adviser serving external clients.

Does Safe Landing invest in private companies or only public equities?

The firm invests primarily in publicly traded defense and aerospace equities but also participates in select private placements within the government-services sector. Its public positions are disclosed via quarterly SEC 13F filings, while private commitments — where they exist — target contractors with established federal procurement histories. The public-equity book is the more transparent and verifiable portion of the portfolio.

What is Safe Landing Financial's known posture on co-investments?

Safe Landing Financial has not publicly disclosed a co-investment program or partnership structure alongside external general partners. The firm's concentrated, single-manager model does not suggest a platform that syndicates deals or invites LP co-invest participation. Its strategy appears self-contained, with Assaley sourcing and executing positions independently.

Which sectors does Safe Landing Financial explicitly avoid?

The firm's defining characteristic is its avoidance of sectors outside aerospace, defense, and government services. Safe Landing does not pursue consumer, healthcare, enterprise software, or general industrials — a deliberate concentration that distinguishes it from diversified managers who hold defense exposure as a single sleeve within a broader book.

Where does Safe Landing Financial's capital come from?

Safe Landing Financial has not publicly identified its investor base. The firm's SEC registration posture implies a mix of high-net-worth individuals, family offices, or institutional allocators, but no specific limited partners or wealth origins are disclosed. Without a named anchor family or public mandate documents, the composition of its capital base remains opaque.

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